. >> does that make you bull strategic defense initiative. >> we had a change in guests. >> yes, we did. >> changed at the last minute, i guess. there's a lot of factors that make me bullish right now. the macro economic picture is definitely one of them. you know, you nailed it with the fact that the fed is still printing money and despite the language that we saw in the last minutes, there's no clear sign that that's going to end in 13. we'll have a much better picture in the next couple of weeks. it's pretty good. fact of the matter, valuations and u.s. equities are pretty attractive right now. >> my dear friend carol roth, you have been skeptical of this market as we continue to go higher and higher and higher. we're at five-year highs right now. i guess we should all say it's time to tell when you go bullish, is that it? >> that's probably right, bill, but i feel like everybody is drinking the so-called punch or the so-called kool-aid so why not join the party for the time being. i don't think there's any good fundamental reason here, but, look, there's nowhere else for anyone to p